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Disclosery

BWZ SPDR SERIES TRUST

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BLOMBERG BRC INT (fund)

73 managers (74 13F filers) reported a position in BWZ shares at 2026-03-31, 10,999,932 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
73
13F filers
74
New
12
Added
35
Reduced
18
Sold out
9
Shares held by filers
10,999,932

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RMG Wealth Management LLC3,062,058$76.6M8.85%new13F-HRTimeline
Quent Capital, LLC1,116,054$30M2.13%+111,82613F-HRTimeline
Financial Management Professionals, Inc.915,870$24.7M2.77%+51,36913F-HRTimeline
Checchi Capital Advisers, LLC640,878$17.3M1.18%+46,52313F-HRTimeline
Matthew Goff Investment Advisor, LLC564,750$14.1M2.35%new13F-HRTimeline
Cresset Asset Management, LLC309,760$8.34M0.04%+128,10113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC269,336$7.25M0.01%+36,80713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC252,567$6.8M0.9%+19,35413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC230,760$6.21M0.13%new13F-HRTimeline
IEQ CAPITAL, LLC224,699$6.05M0.03%013F-HRTimeline
LAM GROUP, INC.219,600$5.91M3.25%+171,57513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA212,871$5.73M<0.01%+34,13613F-HRTimelineGroup
BLVD Private Wealth, LLC207,973$5.6M4.87%new13F-HRTimeline
UBS Group AGin group UBS Group AG192,990$5.2M<0.01%+6,25813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…191,424$5.15M0.29%+98,43313F-HRTimeline
DMC Group, LLC178,056$4.79M3.24%+12,58713F-HRTimeline
Clarity Asset Management, Inc.176,725$4.76M2.41%-85,41813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY161,573$4.35M<0.01%+139,93113F-HRTimelineGroup
Creative Planningin group Creative Planning128,810$3.47M<0.01%+4,17613F-HRTimelineGroup
CFG Wealth Management Services, Inc.113,466$3.08M2.8%+4,05613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC112,377$3.03M<0.01%-3,84413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,322$3.02M<0.01%-1,128,80613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…109,413$2.95M0.01%-25,34613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC109,288$2.94M<0.01%new13F-HR/ATimelineGroup
Quantinno Capital Management LP101,032$2.72M<0.01%+1,10713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC98,209$2.64M<0.01%+2,30513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,287$2.4M<0.01%+45,37713F-HRTimelineGroup
Almanack Investment Partners, LLC.81,729$2.2M0.37%-446,06713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC72,511$1.95M0.35%+1,98913F-HR/ATimeline
Cetera Investment Advisers66,093$1.78M<0.01%-3,52113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,353$1.71M<0.01%+13,16913F-HRTimelineGroup
MASTER'S WEALTH MANAGEMENT INC.55,827$1.5M0.51%-13,92913F-HRTimeline
Park Edge Advisors, LLC47,439$1.28M0.29%-168,71713F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding40,313$1.09M+2,123Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,685$988K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,392$953K<0.01%+1,18613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC33,595$904K<0.01%-77313F-HRTimeline
Legacy Wealth Asset Management, LLC29,677$799K0.19%+1,06313F-HRTimeline
Belpointe Asset Management LLC27,848$750K0.03%+1,12613F-HRTimeline
Lunt Capital Management, Inc.22,805$614K0.24%+4813F-HRTimeline
DF DENT & CO INC22,300$600K0.01%013F-HRTimeline
NerdWallet Wealth Partners, LLC20,236$545K0.24%new13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC20,227$545K0.1%+6513F-HRTimeline
Palisades Hudson Asset Management, L.P.20,115$541K0.21%+4613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,132$515K<0.01%-13,57113F-HRTimeline
Haverford Trust Co18,439$496K<0.01%+9,13913F-HRTimeline
Trademark Financial Management, LLC16,401$442K0.22%-6,85113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,884$428K<0.01%+3,19513F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.15,865$427K0.02%+5,30713F-HRTimeline
Empirical Asset Management, LLC14,743$397K0.1%+1,21413F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.14,073$379K0.02%-6,52113F-HRTimelineGroup
LPL Financial LLC12,457$335K<0.01%-1,96413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC12,282$331K0.04%-1,73613F-HRTimeline
Martin Capital Partners, LLC9,829$265K0.1%-56613F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC9,718$262K0.11%013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,078$217K0.03%new13F-HRTimeline
HRT FINANCIAL LP8,093$217K<0.01%new13F-HRTimeline
Csenge Advisory Group7,755$209K0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA7,271$195K0.1%+81413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,374$145K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,710$73K<0.01%+89213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,031$27.7K<0.01%+413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…717$19.3K<0.01%-33,04913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC425$11.4K<0.01%-86213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…366$9.86K<0.01%+113F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC325$8.75K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC168$4.49K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC158$4.26K<0.01%-8613F-HRTimeline
Caldwell Trust Co125$3.37K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC113$3.03K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC79$2.13K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$727<0.01%013F-HRTimelineGroup
EASTERN BANK1$27<0.01%013F-HRTimeline